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Dan O'Brien

Member Since 14 Jan 2013
Offline Last Active Jan 24 2014 01:26 PM

#4020 Customizable badges

Posted by Dan O'Brien on 26 February 2013 - 05:45 PM

I'll toss this out on the Forum as an extension of the developer session. I'd really like the badges to be configurable, so that they get awarded for achieving arbitrary goals. I'm thinking in terms of motivating sales (or other) staff towards achieving sales targets.


  • Target should be able to be configured system-wide, by group (sales team) or by user (individual salesperson). Maybe the system-wide is really for the group "Everyone."
  • You should be able to set money targets (opportunity value) or activity targets (number of new opportunities, number of new meetings, number of new leads)
  • You should be able to define arbitrary time periods (monthly, quarterly, annual or between any two dates). Bonus for the ability to "roll up" targets (3 monthly targets could be rolled up into a quarterly target)


That's a start. I've gotta run to an appointment. Will have more thoughts later...

#3990 Campaigns feature

Posted by Dan O'Brien on 25 February 2013 - 03:46 PM

I've been showing Zurmo to a few colleagues and one bit of feedback I've gotten is that it's lacking a way to group leads/contacts/meetings/opportunities into campaigns. An organization might be doing a sales push around a product line or an event and would want to be able to see statistics just for that campaign.


Maybe this should be targeted along with the enhanced reporting on the roadmap, since it's really a reporting issue (as well as a dashboard issue), but it would impact the gamification features, too:

  • Define a campaign with a Start Date/Time, End Date/Time and monetary goal
  • Be able to associate Zurmo entities (opportunities, leads, accounts, contacts, meetings) with one or more campaigns
  • Be able to filter by campaign when viewing a list of opportunities/leads/contacts/etc
  • Award badges based on campaigns: # leads created, # opportunities created,1st opportunity won, money goal reached, as well as intermediate (25% of goal, 50% of goal) badges
  • A dashboard app that shows campaign statistics: % of goal reached, $ by opportunity stage, $ by user

At it's heart, this request is to be able to show sales statistics for a subset of opportunities. At a minimum it should be for opportunities, but I think sales managers would also want to see statistics for # of appointments/calls and/or # of leads that were generated specifically around a campaign.


You could use the Source field for some of this, but another level of detail around the campaign would be useful. You may want to know for a given campaign if a lead/opportunity came in because of an ad, e-mail response, existing customer, ...


Any thoughts about this or plans in the works?

#3347 Add "Preferred" flag to phone numbers

Posted by Dan O'Brien on 17 January 2013 - 06:20 PM

I'm starting to get more deeply into Zurmo and I've got a suggestion (a couple, actually), but I'm going to submit as different threads.


For the phone numbers listed on contacts and leads, could it be possible to flag one as the "preferred" one? When you're looking at the contact/lead record, or in the listing, it's not possible to know which is the best number to reach a contact. Some people prefer to be reached on their cell phones, some at their offices.


Another alternative to a flag on the phone number would be a new field, "Preferred contact method" with pull-down options for Work Phone/Mobile/Primary E-mail/Secondary E-mail, but I'm not sure this works as well as the flag.


When you're looking on the List View for contacts and leads, there should be an option for "Preferred Number". Alternatively, you could display the preferred number in bold/other color/with an asterisk. (If I put the work phone in the column and it wasn't bold, I'd know to open the contact record and look for the preferred number).